How to show net surplus/deficit for budgets by default on balance sheets and income statements

When running an Income statement or balance sheet you are able to show the net surplus/deficit for budgets by selection an option on the Format tab.

Article
Number:52692

Products:

General_Ledger

For Income Statements:

1. In Reports, Financial Statements, open the Income Statement.2. Select the Format tab.3. Highlight Detail.4. Mark the Calculate change in Net Assets for budget columns checkbox.5. Preview/Print the report.

For Balance Sheets:

1. In Reports, Financial Statements, open the Income Statement.2. Select the Format tab.3. Highlight Detail.4. Mark the 'Calculate budgets for closing accounts based on' checkbox and select the appropriate accounts from the drop-down menu.5. Preview/Print the report.

Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!

We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.

We’re sorry to hear that. Please tell us why.

I don't like how this works.

The answer is confusing.

The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.